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DAGCO Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

DAGCO Inc’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-400
Closed -$58.4K – 298
2026
Q1 		$58.4K Hold
400
– – 0.01% 175
2025
Q4 		$55.7K Hold
400
– – 0.01% 177
2025
Q3 		$56K Hold
400
– – 0.01% 171
2025
Q2 		$54.3K Hold
400
– – 0.02% 163
2025
Q1 		$54.3K Buy
+400
New +$53.8K 0.02% 146
2024
Q1 		– Sell
-100
Closed -$12.5K – 359
2023
Q4 		$12.5K Buy
+100
New +$11.7K 0.01% 191

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

DAGCO Inc's SDY Position: Q2 2026 in Review

DAGCO Inc sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 400 shares — an estimated $58.4K sold.

DAGCO Inc first reported a position in SDY in Q4 2023 and held it in 6 quarters. The position peaked at $58.4K in Q1 2026. 342 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • DAGCO Inc reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 400 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $58.4K.
  • DAGCO Inc first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 6 quarters.
  • DAGCO Inc's State Street SPDR S&P Dividend ETF position peaked at $58.4K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.